BT's Easy Rollover Tool
The Easy Roll over tool makes it simple for you to roll over any other super funds you may have into your BT Super.
Before you start
You'll need to gather some basic information about your super funds to complete the consolidation process:
- your BT super fund name and member number
- your Tax File Number (TFN)
- the name(s) of your other super fund(s) and the member number(s)
- the approximate balance of these funds
- name of employer and date you left company
(if the fund was via your employer)
Once you have this information, the Easy Rollover process should take 5-10 minutes to complete, depending on the number of funds you have to consolidate.
If you require any assistance in completing your rollover forms, please call one of our BT Customer Relations consultants on 1800 022 555.
Retrieve your saved forms - start BT's Easy Rollover Tool and then select the link at the top of the page.
Something to remember
In most cases the BT Easy Rollover Tool will locate your fund ABN, SPIN numbers and return address for your rollover requests, however in some instances you may need to provide these details.
A small number of super providers require members to send rollover requests on their own exit form. You will be notified if this applies.